NAMM
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NorthStar Asset Management (Massachusetts)’s Caterpillar CAT Stock Holding History

NorthStar Asset Management (Massachusetts)’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Hold
378
– – 0.12% 62
2026
Q1 		$268K Sell
378
-13
-3% -$9K 0.08% 73
2025
Q4 		$224K Buy
+391
New +$217K 0.06% 84

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s CAT Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) held its Caterpillar (CAT) position steady in Q2 2026 at 378 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #62.

NorthStar Asset Management (Massachusetts) first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • NorthStar Asset Management (Massachusetts) held 378 shares of Caterpillar worth $403K as of Q2 2026.
  • NorthStar Asset Management (Massachusetts) left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.12% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #62 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.